WP Advisors, LLC

Position in INTU — Intuit Inc.

CIK 1697796 San Francisco, CA

Position in INTU

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,655,523

+$1,097,321 QoQ

Shares Held

6,343

+391.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#717

of 1,740 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WP Advisors, LLC holds $7,099,707 across 5 Software - Application names. INTU ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	19,650	$3,078,369
2	INTU	Intuit Inc. This page	6,343	$1,655,523
3	UBER	Uber Technologies, Inc	15,127	$1,091,564
4	NOW	ServiceNow, Inc.	9,456	$938,791
5	SHOP	Shopify Inc.	2,938	$335,460

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,655,523	6,343	+391.3%	Shares	Sole	2026-07-29
2026-03-31	$558,202	1,291	+128.5%	Shares	Sole	2026-05-04
2025-12-31	$374,267	565	-10.6%	Shares	Sole	2026-01-28
2025-09-30	$431,599	632	0.0%	Shares	Sole	2025-10-22
2025-06-30	$497,782	632	+1.3%	Shares	Sole	2025-08-08
2025-03-31	$383,129	624	+0.2%	Shares	Sole	2025-05-12
2024-12-31	$391,555	623	+0.2%	Shares	Sole	2025-02-03
2024-09-30	$386,262	622	-13.9%	Shares	Sole	2024-11-07
2024-06-30	$474,505	722	+0.1%	Shares	Sole	2024-07-30
2024-03-31	$468,650	721	+0.1%	Shares	Sole	2024-05-08
2023-12-31	$450,021	720	+0.1%	Shares	Sole	2024-01-31
2023-09-30	$367,365	719	+0.1%	Shares	Sole	2023-10-30
2023-06-30	$328,980	718	-0.3%	Shares	Sole	2023-07-26
2023-03-31	$320,997	720	+6.0%	Shares	Sole	2023-04-14
2022-12-31	$264,280	679	-3.8%	Shares	Sole	2023-01-20
2022-09-30	$273,447	706	+3.7%	Shares	Sole	2022-10-24
2022-06-30	$262,484	681	—	Shares	Sole	2022-07-12
No filing history on record for this holder in this stock.